With volatility, inflation, and rate hikes so high...give banking automation a try.
In today's banks, the value of automation might be the only thing that isn't transitory.
The GuardianAI Business Automation Platform empowers your workforce with unprecedented resilience—helping organizations thrive in dynamic economic, regulatory, and social landscapes. The world's top financial services firms are bullish on banking RPA and automation.
Next-level operations: Why financial services are banking on AI and automation
During this on-demand session from our AI Summit, you’ll learn: practical insights on leveraging AI to streamline processes and enhance operational efficiency; real examples of successful implementations from industry leaders like OMERS; strategies for using automation to drive profitability and adapt in a rapidly evolving financial landscape.
McKinsey
43%
of banking processes can be automated
Everest Group
50%
of surveyed enterprises have >$1 million cost savings from automation
McKinsey
~60%
of financial services firms have embedded AI+RPA in their operations
Full banking automation coverage
In a world of point solutions, the GuardianAI Business Automation Platform does it all
Increase revenue capture
Remove manual touch points and enable straight-through processing
Strengthen risk posture
Improve risk profiles and optimize existing controls
Lower operational costs
Streamline customer experience across different channels
Top automation areas
Banking and financial services automation
Consumer banking
Efficient workflows appraise high. Capture that value with automation.
GuardianAI delivers a new standard in efficiency. By elevating customer journeys, accelerating lending timelines, and modernizing KYC, automation brings consumer banks into today's digital age. And shortly thereafter, helps them revolutionize their entire way of operating.
Inefficient lending cycles? We can lend a hand.
Automation helps shorten the lending cycle by digitizing documents, automating mundane tasks, and giving agents a digital sidekick.
Business use cases:
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Order management
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Order processing
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Underwriting
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Funding
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Administration and monitoring
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Default management
Give customers the info they need, via the channel they prefer.
Discover smarter self-service customer journeys, and equip contact center agents with data that dramatically lowers average handling times. Transform the customer lifecycle journey, reducing onboarding times, and lowering lifecycle management spend by 15-20%.
Business use cases:
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Account maintenance
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Data extraction
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Customer support
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Onboarding and account set-up
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KYC and due diligence
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Fees and chargebacks
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Account closure
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Cash withdrawal / deposit
Slow down fraud, speed up dispute resolution.
Find value in overlooked disputes by automating the classification and management of chargebacks and dispute resolutions.
Business use cases:
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Prospecting and application
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Processing and approvals
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Payments and settlement
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Collections and servicing
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Dispute and fraud management
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Network management
Ensure compliance with an always-on auditing machine.
Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: analyzing results.
Business use cases:
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KYC and client due diligence
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Transaction monitoring
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Screening and alerts management
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Risk monitoring
-
Reporting internal / external
Commercial banking
We modernize the way commercial banks get down to business, so clients know they mean business.
GuardianAI delivers intelligent automation you can bank on. It connects disparate systems and makes sense of unstructured data, so you can offer exceptional service and personalize offerings at unprecedented scale.
Trade risky and tedious for streamlined and secured
Automation helps banks streamline treasury operations by increasing productivity for front office traders, enabling better risk management, and improving customer experience.
Business use cases:
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Order management
-
Order processing
-
Fee management
-
Customer support
Volatile interest rates and inefficiencies? We can lend a hand.
Automation helps shorten the lending cycle by digitizing documents, automating mundane tasks, and giving agents a digital sidekick.
Business use cases:
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Origination
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Loan processing
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Underwriting
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Funding
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Administration and monitoring
-
Default management
Achieve frictionless onboarding with RPA + automation
Automation accelerates the lifecycle journey, reduces customer onboarding times, and lowers operational spend for lifecycle management by 15-20%.
Business use cases:
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Onboarding/KYC
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Account servicing
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Account closure
Ensure compliance with an always-on auditing machine
Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: Analyzing results.
Business use cases:
-
Risk monitoring
-
Reporting internal / external
Capital markets
Outperform market uncertainty with workforce resiliency
Traders, advisors, and analysts rely on GuardianAI to supercharge their productivity and be the best at what they do. Address resource constraints by letting automation handle time-demanding operations, connect fragmented tech, and reduce friction across the trade lifecycle.
Trade risky and tedious for secure and efficient
With RPA and automation, faster trade processing – paired with higher bookings accuracy – allows analysts to devote more attention to clients and markets.
Business use cases:
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Order management
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Trade booking
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Model maintenance
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Portfolio rebalancing
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Security lending
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Counterparty relationship management
Time spent with clients beats time spent with paperwork
Accelerate time to process a request with greater straight- through-processing rates and more client coverage
Business use cases:
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New accounts
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Client onboarding
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TCA reporting
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Fee management
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Connectivity
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Trade allocations
Automation lets operations operate automatically
Introduce end to end straight-through-processing to otherwisedisconnected teams, applications, and channels
Business use cases:
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Clearing
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Trade settlement
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Collateral management
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Corporate actions
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Reconciliation
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Reference data management
Ensure compliance with an always-on auditing machine
Pivot away from periodic controls and towards continuous testing. Automation frees auditors from tedious data extraction so they can focus on what they do best: Analyzing results.
Business use cases:
-
KYC and client due diligence
-
Transaction monitoring
-
Screening and alerts management
-
Risk monitoring
-
Reporting internal / external
More in financial services automation
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